Customer experience management

Customer Effort Score (CES):
Definition, goal, sample questionnaire, template, software, live online presentation

Customer Effort Score CES


Quickly and easily question the interaction friendliness at the interfaces between your company and your customers Customer Effort Score (CES) and the CX software from QuestionPro

Definition: What is the Customer Effort Score (CES)

The Customer Effort Score (CES) is a method for measuring the degree of interaction friendliness as well as the service orientation of a company at the contact points between products, brands, services and the customers of a company. The Customer Effort Score (CES) is collected by means of customer surveys, mostly in the context of touchpoint surveys, with the aim of promoting customer loyalty and customer satisfaction by reducing customer efforts at the contact points between customers and the company.

How can the Customer Effort Score be determined?

CES survey after every customer interaction

The CES can be determined very easily through targeted and brief surveys of your customers. Basically, companies should collect customer feedback after every interaction, at least where it is possible, in order to be able to see an always up-to-date scoring value and to observe trends and tendencies at the same time.

Easily get CES feedback

Due to the small number of questions (usually only a single question), feedback on the Customer Effort Score can be obtained by sending a survey by e-mail or SMS, or it can be done directly while a customer is visiting your website following an online ordering process. Customers are redirected to a landing site immediately after completing their order, where they can express their opinion via an online questionnaire. Below are some examples of how we can get CES feedback.

Examples of CES questions to obtain the Customer Effort Score

Which of the following statements is most likely to apply to the ordering process for you?
The ordering process went quickly and smoothly

rather applies
rather does not apply
does not apply
not correct at all

The questions for determining the Customer Effort Score can be very different. The following example shows a question with 10 characteristic values.

Customer Effort Score on a 10-point scale

Obtaining feedback to determine the CES is thus done in a standardised way by means of a single-choice question, but can also be done in combination with a free-text assessment. QuestionPro offers a function for this, the "Dynamic Comment Box", which is only shown when customers click on an answer option, in the following example a negative answer option. After the box has been activated by clicking on a negative answer option, customers can write text comments here and describe exactly what they disliked. The free text comments can then be qualitatively evaluated.

Customer Effort Score CES with free text answer

Another very simple way to determine the CES is, for example, the like / dislike answer option.

Customer Effort Score Like & Dislike question type

It is just as easy to determine the customer effort score using smiley ratings. In this example, customers have 5 response options.

Customer Effort Score CES Smiley Rating

If you want your customers to answer several questions at once to determine the Customer Effort Score, it is advisable to work with so-called "matrix questions". This is clear and easy to answer.

Customer Effort Score question

As you can see, there are a number of ways to determine the Customer Effort Score. We have prepared a CES sample questionnaire for you.

Of course, the Customer Effort Score does not only refer to the ordering process. The sample questions above can also be applied to support requests, complaints, customer service performance, information findability, contact availability and many other customer interactions.

Achieve a constant improvement process through permanent CES surveys

A company that generally has low customer satisfaction can use the Customer Effort Score to evaluate problem areas at the interfaces between customers and the company. Once you have identified which of these touchpoints require the most effort from your customers to achieve a desired outcome (such as resolving a support issue or ordering a product), you can begin to implement improvement measures. However, you should also track these by means of follow-up surveys to make sure that your measures are actually taking effect. In this way, you achieve a continuous improvement process.

Differences between Customer Effort Score and Net Promoter Score

The Customer Effort Score (CES) and the Net Promoter Score (NPS) are important Key Performance Indicators (KPIs) with their own advantages and disadvantages. While the Customer Effort Score is more service-oriented, the Net Promoter Score is more oriented towards customer satisfaction and business development.

The NPS represents the probability of a recommendation by customers. "How likely are you to recommend company X to a friend or colleague? The NPS is usually used to question loyalty towards a brand and the company.

CES measures the factor of ease and speed of handling customer concerns, which can be more informative for service departments in particular to improve customer service and support. Although the Customer Effort Score is not an exact measure of customer satisfaction, you can draw conclusions from the smoothness of interactions between your customers and your company.

How to use the Customer Effort Score and the Net Promoter Score together

The NPS is popular because it can easily analyse two important aspects: Customer loyalty and expected business development. Promoters tend to stay loyal to a business and are also a great source of free marketing through referrals to family and friends. A promoter is loyal to your business, but it is important to remember that they are not guaranteed to stay loyal if the customer experience leaves something to be desired.

The NPS therefore measures more the general feeling a customer has towards your company and thus cannot be used to measure a specific customer service experience. The CES, on the other hand, measures the ease with which customer problems can be solved. It can be extremely effective in understanding obstacles in the customer experience so that you can remove those obstacles and indirectly increase customer loyalty.

Customer Effort Score versus Net Promoter Score

1:1 live online presentation:
Customer Effort Score (CES) quickly and easily with CX software from QuestionPro

As part of a 1:1 live online presentation, we would be happy to present you with a vivid illustration of how you can measure the Customer Effort Score (CES) quickly and easily and clearly analyse and interpret the data from the Customer Effort Score.

Arrange an appointment now!

Test the Customer Effort Score software

If you have any questions about the Customer Effort Score, please do not hesitate to contact us. Create your own Customer Effort Score (CES) and test it QuestionPro now 10 days free of charge and without automatic renewal!

Try QuestionPro's market research and experience management platform for free.


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Customer Effort Score (CES): definition, goals, example - QuestionPro

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